RI · Wakefield

Fiduciary advisors in Wakefield, RI

1 advisor with offices in Wakefield. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Wakefield

Pegasus Financial Group

Wakefield, Rhode Island

Pegasus Financial Group, based in Wakefield, Rhode Island, provides fee-based financial planning services with a particular focus on women investors seeking to build confidence and knowledge in their investment decisions. The firm's approach centers on personalized strategy development across wealth building, retirement planning, and life transitions, with a team model designed to deliver individualized attention from planning through execution and ongoing monitoring. Led by founder Donald F. Codori and Financial Director Laurence A. McHugh, the firm emphasizes proactive guidance, client education, and anticipating financial challenges to help clients work toward their stated goals.

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Financial advisors in Wakefield, Rhode Island

Advisors serving Wakefield specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Rhode Island's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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